Alpesh B Patel OBEManaging Partner (UK), RootBridge Capital · Asset Management. Great Investments Programme. 18 Books, Bloomberg TV alum & FT Columnist, BBC Paper Reviewer; Fmr Visiting Fellow, Oxford Uni. Multi-TEDx. UK Govt Dealmaker. alpeshpatel.com/links Pro

DIY Investing: Take Control of Your Portfolio #shorts

7 Jun 2026 · 1 min

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1:12

In this short video, Alpesh B Patel OBE explains that most individual stocks experience down years, with only one rare exception, underscoring the importance of diversification. He promotes a simple filter that can include up to 10,000 securities within a SIPP or ISA, allowing investors to spread risk without constant monitoring. Patel identifies four key audience groups—self‑employed business owners, professionals, retirees, and DIY investors—who may benefit from taking direct control of their portfolios. He then offers a paid program that provides lifetime access to the data filter and client dashboards for a one‑off fee, emphasizing that the service is designed to keep investors calm and avoid panic during market downturns.

Chapters

And that's what we get across to them. And we showed them that this is what years can look like. And yes, if you can, on a daddy bear exit 2022, you wouldn't have had that loss and you wouldn't have ever been sick. However, not a single one of the stocks which was in that portfolio was up every single year. Oh, sorry. No, there was one which was up every single year, which is incredible. I forgot the name of the company now, but anyway, but all the others had down years. The trick is 10,000 securities that can go in a Sip or ISA filter. Very simple. We give you the filter and all we're doing is spending our time telling you not to panic. You open it with whoever. These are the people who realize, actually, I can manage my own portfolio and I think I need to. The self-employed business owner who spent a lifetime earning their money and realizing, oh shit, it's not growing. The professional or retiree who says, hang on, I think I've got time to do this and I'm working really hard, or I've worked very hard in my life. I think I better take control. And the DIY investor who wants a bit more of a process so they're not sitting in front of the computer all day long. It's sunny, I'm going to go in a second. And if you do want to join the program and want us to do, provide you all the data for life. It's a one-off cost. We provide all the data for life. And now for clients, we're also going to have dashboards as well. We're always adding things and it's only a one-off.